Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$933B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,077
New
Increased
Reduced
Closed

Top Buys

1
+$1.67B
2
+$1.06B
3
+$919M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$835M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$724M

Top Sells

1
+$1.33B
2
+$740M
3
+$732M
4
TSLA icon
Tesla
TSLA
+$687M
5
BAX icon
Baxter International
BAX
+$673M

Sector Composition

1 Technology 19.28%
2 Healthcare 10.85%
3 Financials 9.94%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6701
$7.87K ﹤0.01%
1,454
+1,084
6702
$7.85K ﹤0.01%
800
-1,909
6703
$7.79K ﹤0.01%
829
-140
6704
$7.77K ﹤0.01%
698
-1,264
6705
$7.76K ﹤0.01%
1,438
+1,250
6706
$7.74K ﹤0.01%
161
6707
$7.72K ﹤0.01%
5,400
-50,158
6708
$7.69K ﹤0.01%
11,286
+608
6709
$7.62K ﹤0.01%
+5,727
6710
$7.61K ﹤0.01%
1,731
+10
6711
$7.58K ﹤0.01%
378
6712
$7.49K ﹤0.01%
140
6713
$7.47K ﹤0.01%
1,381
6714
$7.47K ﹤0.01%
633
-15
6715
$7.42K ﹤0.01%
1,668
6716
$7.42K ﹤0.01%
4,693
+1,324
6717
$7.33K ﹤0.01%
1,746
-1,743
6718
$7.26K ﹤0.01%
77
6719
$7.25K ﹤0.01%
144
6720
$7.22K ﹤0.01%
159
6721
$7.21K ﹤0.01%
45,040
-3,126
6722
$7.18K ﹤0.01%
6,967
-333
6723
$7.18K ﹤0.01%
4,108
-330
6724
$7.16K ﹤0.01%
195
6725
$7.16K ﹤0.01%
+500
267 268
269
270 271